Ideas & Enhancements

3 Vote

Copy Intake Data to Other Intakes

We frequently have to create multiple intakes for the same accident or multiple intakes for one person for different case types. Having to copy the data from one intake too another is extremely time consuming and awkward. Adding a 'Copy Intake Dat...

Created 15 Jun 15:41

0
3 Vote

New report that lists providers and their addresses.

I would like to be able to generate a report that lists all of the medical providers and their contact information for a case. See attachment for an example.

Created 14 Jun 16:56

0
2 Vote

Ability to add calendar events without prompting for the other assignees to accept the invitation

Our firm would like to create general events for office holidays, but when we do so it always prompts everyone else to accept the event. We would like there to be a way to push an event like this out to everyone at the firm without needing other p...

Created 07 Dec 16:31

1
6 Vote

Mass Update: Staff Assignment

I do not want to wholesale replace a staff member. Our firm is growing and I want to re-assign some cases in bulk to a new attorney. There appears to be no way to do this through mass update, forcing me to go to all 200 cases individually to reset...

Created 30 Dec 23:37

0
9 Vote

Remove characters around case number placed in note field of calendar event

When adding a calendar event and attaching a case to it, upon saving it the case number is placed in the notes field with " ~*~*~*~*~* " above and below it. May this be removed so when viewing it from list view you may only see the case number? Im...

Created 17 Jul 17:55

1 Future consideration
5 Vote

Auto Save Notes

Allow ability to Auto-Save notes in Neos, we had a power outage that wiped out the power for the whole office at the firm, those int he middle of writing notes lost their entire notes.

Created 24 Jun 15:46

2
1 Vote

Ability to Doc Code Appointment Times

Currently you can only pull in a date into a document coding, you cannot code the time for the appointment.

Created 31 May 16:22

0
1 Vote

Allow larger volume for Case Notes Reports

It would be helpful for a firm to be able to pull a larger volume of Case Notes when using the case notes master template report. When attempting to use this report on all case notes, an error is received that due to report size, it is unable to b...

Created 31 May 14:15

0
4 Vote

Case Type Auditing log

It would be nice to have an Auditing log that would track all the changes that happen in the Case Type configurator section of Neos. This would allow Admins to see who, what and when something was modified.

Created 14 Dec 18:23

0
11 Vote

Checklist sorting when marking items done

In Needles 4, when you save the change(s) to the status of a checklist item, the checklist window stays with the top of the list. In Needles 5, the checklist window scrolls to the item that was changed. If I mark a parent item Done, I want to make...

Created 08 Jul 14:27

Checklist

0